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E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 401k Plan overview

Plan NameE & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST
Plan identification number 004

E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

E & A CONSULTING GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name:E & A CONSULTING GROUP, INC
Employer identification number (EIN):470609173
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about E & A CONSULTING GROUP, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-11-23
Company Identification Number: 0802589942
Legal Registered Office Address: 10909 MILL VALLEY RD STE 100

OMAHA
United States of America (USA)
68154

More information about E & A CONSULTING GROUP, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01THOMAS P NUSSRALLAH2023-10-02 THOMAS P NUSSRALLAH2023-10-02
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01THOMAS P NUSSRALLAH
0042017-01-01THOMAS P NUSSRALLAH
0042016-01-01THOMAS P NUSSRALLAH
0042015-01-01THOMAS P NUSSRALLAH2016-06-24
0042014-01-01THOMAS P NUSSRALLAH2015-07-13 THOMAS P NUSSRALLAH2015-07-13
0042013-01-01TOM NUSSRALLAH2014-06-17 TOM NUSSRALLAH2014-06-17
0042012-01-01THOMAS P NUSSRALLAH2013-07-12 THOMAS P NUSSRALLAH2013-07-12
0042011-01-01THOMAS P NUSSRALLAH2012-07-10 THOMAS P NUSSRALLAH2012-07-10
0042010-01-01TOM KIEFER2011-06-03 TOM KIEFER2011-06-03
0042009-01-01THOMAS KIEFER THOMAS KIEFER2010-10-05

Plan Statistics for E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST

401k plan membership statisitcs for E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST

Measure Date Value
2022: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01163
Total number of active participants reported on line 7a of the Form 55002022-01-01131
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01145
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01159
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01136
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01137
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01127
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01137
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01134
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01127
Number of participants with account balances2016-01-01115
2009: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-0176
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST

Measure Date Value
2022 : E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,222,021
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,270,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,150,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,134,333
Value of total assets at end of year2022-12-31$19,557,137
Value of total assets at beginning of year2022-12-31$22,049,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,712
Total interest from all sources2022-12-31$164,985
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$148,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$148,346
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,158,303
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$321,404
Assets. Loans (other than to participants) at end of year2022-12-31$174,431
Assets. Loans (other than to participants) at beginning of year2022-12-31$179,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,492,179
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,557,137
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,049,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,485,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,339,934
Value of interest in pooled separate accounts at end of year2022-12-31$8,965,846
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,780,183
Interest on participant loans2022-12-31$8,218
Interest earned on other investments2022-12-31$156,767
Value of interest in common/collective trusts at end of year2022-12-31$3,638,677
Value of interest in common/collective trusts at beginning of year2022-12-31$4,225,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,292,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,524,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,107,356
Net investment gain/loss from pooled separate accounts2022-12-31$-1,817,297
Net investment gain or loss from common/collective trusts2022-12-31$-745,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$654,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,150,446
Contract administrator fees2022-12-31$75,509
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2022-12-31470625816
2021 : E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,521,413
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,640,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,563,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,504,263
Value of total assets at end of year2021-12-31$22,049,316
Value of total assets at beginning of year2021-12-31$19,168,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,799
Total interest from all sources2021-12-31$308,614
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$946,295
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,442
Assets. Loans (other than to participants) at end of year2021-12-31$179,634
Assets. Loans (other than to participants) at beginning of year2021-12-31$84,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,880,678
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,049,316
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,168,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$74,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,339,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,540,390
Value of interest in pooled separate accounts at end of year2021-12-31$9,780,183
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,223,431
Interest on participant loans2021-12-31$5,182
Interest earned on other investments2021-12-31$303,432
Value of interest in common/collective trusts at end of year2021-12-31$4,225,021
Value of interest in common/collective trusts at beginning of year2021-12-31$3,792,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,524,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,527,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,156,261
Net investment gain/loss from pooled separate accounts2021-12-31$626,441
Net investment gain or loss from common/collective trusts2021-12-31$925,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$549,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,563,936
Contract administrator fees2021-12-31$2,381
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2021-12-31470625816
2020 : E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,904,923
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$796,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$744,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,364,284
Value of total assets at end of year2020-12-31$19,168,638
Value of total assets at beginning of year2020-12-31$16,060,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,549
Total interest from all sources2020-12-31$127,832
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$93,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$93,957
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$843,168
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,772
Assets. Loans (other than to participants) at end of year2020-12-31$84,923
Assets. Loans (other than to participants) at beginning of year2020-12-31$100,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,108,452
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,168,638
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,060,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,540,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$8,223,431
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,908,091
Interest on participant loans2020-12-31$5,112
Interest earned on other investments2020-12-31$122,720
Value of interest in common/collective trusts at end of year2020-12-31$3,792,381
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,527,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,051,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$905,043
Net investment gain/loss from pooled separate accounts2020-12-31$939,595
Net investment gain or loss from common/collective trusts2020-12-31$474,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$485,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$744,922
Contract administrator fees2020-12-31$1,326
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2020-12-31470625816
2019 : E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,164,506
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$511,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$502,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,420,250
Value of total assets at end of year2019-12-31$16,060,186
Value of total assets at beginning of year2019-12-31$12,407,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,020
Total interest from all sources2019-12-31$88,330
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$744,370
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$253,102
Assets. Loans (other than to participants) at end of year2019-12-31$100,924
Assets. Loans (other than to participants) at beginning of year2019-12-31$99,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$3,652,892
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,060,186
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,407,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,094
Value of interest in pooled separate accounts at end of year2019-12-31$12,908,091
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,612,447
Interest on participant loans2019-12-31$4,702
Interest earned on other investments2019-12-31$83,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,051,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,695,034
Net investment gain/loss from pooled separate accounts2019-12-31$2,655,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$422,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$502,594
Contract administrator fees2019-12-31$1,926
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2019-12-31470625816
2018 : E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$596,004
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$905,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$896,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,107,124
Value of total assets at end of year2018-12-31$12,407,294
Value of total assets at beginning of year2018-12-31$12,716,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,433
Total interest from all sources2018-12-31$86,219
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$670,138
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,500
Assets. Loans (other than to participants) at end of year2018-12-31$99,813
Assets. Loans (other than to participants) at beginning of year2018-12-31$141,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-309,065
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,407,294
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,716,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,576
Value of interest in pooled separate accounts at end of year2018-12-31$9,612,447
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,075,144
Interest on participant loans2018-12-31$6,422
Interest earned on other investments2018-12-31$79,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,695,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,499,909
Net investment gain/loss from pooled separate accounts2018-12-31$-597,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$381,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$896,636
Contract administrator fees2018-12-31$1,857
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2018-12-31470625816
2017 : E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,901,965
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$137,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$134,430
Expenses. Certain deemed distributions of participant loans2017-12-31$-2,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,233,964
Value of total assets at end of year2017-12-31$12,716,359
Value of total assets at beginning of year2017-12-31$9,952,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,020
Total interest from all sources2017-12-31$77,905
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$697,634
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$79,709
Assets. Loans (other than to participants) at end of year2017-12-31$141,306
Assets. Loans (other than to participants) at beginning of year2017-12-31$121,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,764,251
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,716,359
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,952,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,820
Value of interest in pooled separate accounts at end of year2017-12-31$10,075,144
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,745,975
Interest on participant loans2017-12-31$8,637
Interest earned on other investments2017-12-31$69,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,499,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,085,032
Net investment gain/loss from pooled separate accounts2017-12-31$1,590,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$456,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$134,430
Contract administrator fees2017-12-31$2,200
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2017-12-31470625816
2016 : E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,831,090
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$372,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$367,400
Expenses. Certain deemed distributions of participant loans2016-12-31$2,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,148,241
Value of total assets at end of year2016-12-31$9,952,108
Value of total assets at beginning of year2016-12-31$8,493,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,990
Total interest from all sources2016-12-31$65,375
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$601,705
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$238,689
Assets. Loans (other than to participants) at end of year2016-12-31$121,101
Assets. Loans (other than to participants) at beginning of year2016-12-31$180,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,458,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,952,108
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,493,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,745,975
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,522,805
Income. Interest from loans (other than to participants)2016-12-31$6,553
Interest earned on other investments2016-12-31$58,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,085,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,790,222
Net investment gain/loss from pooled separate accounts2016-12-31$617,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$307,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$367,400
Contract administrator fees2016-12-31$1,990
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2016-12-31470625816

Form 5500 Responses for E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST

2022: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2009: E & A CONSULTING GROUP, INC. 401-K FLEXIBLE SAVIN S PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81318-1
Policy instance 1
Insurance contract or identification numberRM 81318-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781513-01
Policy instance 2
Insurance contract or identification number781513-01
Number of Individuals Covered161
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81318-1
Policy instance 1
Insurance contract or identification numberRM81318-1
Number of Individuals Covered151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81318-1
Policy instance 1
Insurance contract or identification numberRM81318-1
Number of Individuals Covered134
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81318-1
Policy instance 1
Insurance contract or identification numberRM81318-1
Number of Individuals Covered134
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81318-1
Policy instance 1
Insurance contract or identification numberRM81318-1
Number of Individuals Covered121
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81318-1
Policy instance 1
Insurance contract or identification numberRM81318-1
Number of Individuals Covered127
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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